See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,191 | $142,344+21.0% | $119,609+44.0% | $134,475+28.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.7pp |
| Employer contribution / active EE | $5,515 | $5,222+5.6% | $4,232+30.3% | $4,740+16.4% |
| Participant deferral / active EE | $13,012 | $6,469+101.1% | $5,602+132.3% | $6,400+103.3% |
| Admin fee / account holder | $4,107 | $13,584-69.8% | $10,323-60.2% | $11,426-64.1% |